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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,903 | $125,190-95.3% | $105,624-94.4% | $145,897-96.0% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.0pp |
| Annual return | 10.22% | 225.22%-215.0pp | 116.20%-106.0pp | 552.29%-542.1pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,223 | $5,716-61.1% | $5,013-55.7% | $6,689-66.8% |
| Admin fee / account holder | $437 | $17,138-97.5% | $10,961-96.0% | $13,390-96.7% |